Introduction

Under “Purchase order” new POs can be created. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”. File attachments can be added, using the "File attachments" box. The PO can then be saved as a draft or submitted directly as a purchase order, using the according buttons in the upper right corner.

Instruction video

EPO - PO.mp4

Field descriptions

Under “Purchase order” the following information is to be filled in:

1. Default supplier
2. Default warehouse
3. Exchange rate
4. Workflow
5. Order date
6. External order number
7. Invoice date
8. Supplier invoice number

New detail lines can be added, using the + button (9). Documents can be uploaded to the order in the “File attachments” section (10). The PO can be saved as draft, using the SAVE button (11), and/or submitted directly, using the Submit purchase order button (12).

• When adding a new detail line, the following information is to be provided:

1. 1. 1. 1. GL/Stock: A section between GL and stock accounts is to be made.
         2. Account
         3. Line description
         4. Quantity
         5. Price (per item)
         6. Tax type
         7. Discount rate
         8. Confirmed quantity
         9. Processed quantity

The line can then be added to the PO, using the Create button (10).